What don't you like? Do consolidations and arithmetic put you off or is there something more fundamental about this share? Maybe you are nervous about military hardware.
I wouldn't call devastation of the Texan coast "luck" but I take your point. The oil price currently reflects close to no impact from Ike, or any other hurricanes in the next month. Oil has really come off red-alert and there will probably not be any of the hysteria that we have almost become used to. However, I do think that oil will stay above $90 per barrel and that makes DGO cheap right now.